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Rowland Miller + Partners LLC

Rowland Miller + Partners LLC. CRD 226629

Rowland Miller + Partners LLC logo

CRD: 226629

Rowland Miller + Partners LLC

$635.9M Total AUM
$635.9M Disc. AUM
-- 3Y CAGR
5 Employees
197 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
06-11-2015
Office Locations
1

Office Locations

3060 Peachtree Road, N.w. ONE Buckhead Plaza, Suite 710 Atlanta GA

About Rowland Miller + Partners LLC

Rowland Miller + Partners is an independent, SEC-registered investment advisor in Atlanta (successor to Rowland & Company, founded in 1977). The firm manages portfolios with active strategies, centered on its Equity Growth Portfolio for stocks and customized fixed-income allocations when appropriate. RM+P targets serious, long-term investors, emphasizing corporate fundamentals, diversification, and downside-risk mitigation, and collaborates with clients’ legal and accounting advisors for an integrated approach.

Team overview

34 AVG AGE
$212.0M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
7.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
11yrs Firm Age

Insights

Available
Available
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Available
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Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

JANET TIMMERMAN MILLER

JANET TIMMERMAN MILLER

Chief Executive Officer, Managing Member, SENIOR PARTNER

CRD
#4365134
Ownership
75% or more
Available
Available
Available
A

Angela F Duprey

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
Available
Available
Available

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Contacts

M

Mote Williams Andrews IV

Principal

CRD
#6661405
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-18-2022
04-26-2023
11-05-2024
07-29-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $635,854,930 $1,131,414
Non-Discretionary $0 --
Total $635,854,930 $1,131,414

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Public Funds:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Public Funds Available Available
Municipal Bonds Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
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